JPMorgan Chase & Co
JPM- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000019617
近 90 天，JPMorgan Chase & Co 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 5,158 家機構在 13F 申報持有，市值合計 $6,437 億；維京全球投資、馬克爾集團等 7 位大師持有。
2021 年第 4 季 13F 持有人
JPMorgan Chase & Co 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,595
- 較 2021 年第 3 季 +409 家
- 持有股數
- 20.9 億
- 較 2021 年第 3 季 +27.5 萬 (0.0%)
- 總市值
- $3,301 億
- 較 2021 年第 3 季 −$114.0 億 (−3.3%)
- 新進機構
- 498
- 另有 1,592 家加碼
- 清倉機構
- 89
- 另有 1,167 家減碼
另有 53 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 JPM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $3,301 億 |
| 2021 年第 3 季 | 3,239 | $3,420 億 |
| 2021 年第 2 季 | 3,246 | $3,293 億 |
| 2021 年第 1 季 | 3,218 | $3,303 億 |
2021 年第 4 季持有機構
每家機構持有 JPMorgan Chase & Co 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 50,649 | $802.0 萬 | 0.80% | +1,114+2.2% | 加碼 |
| Stamos Capital Partners, L.P. | 50,600 | $801.3 萬 | 3.72% | +7,250+16.7% | 加碼 |
| Hamel Associates, Inc. | 50,515 | $799.9 萬 | 2.87% | +165+0.3% | 加碼 |
| Green Square Capital Advisors LLC | 50,439 | $798.7 萬 | 1.58% | −335−0.7% | 減碼 |
| KG&L Capital Management,LLC | 50,434 | $798.6 萬 | 3.22% | +2,100+4.3% | 加碼 |
| Arjuna Capital | 50,175 | $794.5 萬 | 2.91% | +483+1.0% | 加碼 |
| Cardinal Capital Management | 50,136 | $793.9 萬 | 1.57% | −253−0.5% | 減碼 |
| Everence Capital Management Inc | 50,015 | $792.0 萬 | 0.59% | −24,760−33.1% | 減碼 |
| Ascent Wealth Partners, LLC | 50,005 | $791.9 萬 | 1.41% | −1,936−3.7% | 減碼 |
| JBF Capital, Inc. | 50,000 | $791.8 萬 | 1.50% | 00.0% | 不變 |
| Bizma Investimentos Ltda | 50,000 | $791.8 萬 | 4.64% | 00.0% | 不變 |
| Hudson Bay Capital Management LP | 50,000 | $791.8 萬 | 0.09% | +20,000+66.7% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 49,978 | $791.5 萬 | 0.66% | +4,550+10.0% | 加碼 |
| Sawtooth Solutions, LLC | 49,896 | $790.2 萬 | 0.88% | +24,462+96.2% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 49,814 | $788.7 萬 | 0.97% | 00.0% | 不變 |
| North Star Asset Management Inc | 49,740 | $787.7 萬 | 0.40% | +5,351+12.1% | 加碼 |
| Ballast Advisors LLC | 49,400 | $782.2 萬 | 2.99% | −143−0.3% | 減碼 |
| Live Oak Private Wealth LLC | 49,308 | $780.8 萬 | 1.46% | +351+0.7% | 加碼 |
| Signaturefd, LLC | 49,045 | $776.6 萬 | 0.24% | +2,000+4.3% | 加碼 |
| Sargent Bickham Lagudis LLC | 49,008 | $776.0 萬 | 0.59% | −2,012−3.9% | 減碼 |
| IBM Retirement Fund | 48,901 | $774.3 萬 | 0.96% | −34,967−41.7% | 減碼 |
| EagleClaw Capital Managment, LLC | 48,718 | $771.4 萬 | 1.69% | +1,170+2.5% | 加碼 |
| Nelson Capital Management, LLC | 48,479 | $767.7 萬 | 1.42% | +95+0.2% | 加碼 |
| Wittenberg Investment Management, Inc. | 48,442 | $767.1 萬 | 2.79% | −700−1.4% | 減碼 |
| Avitas Wealth Management LLC | 48,361 | $765.8 萬 | 1.28% | +732+1.5% | 加碼 |
| Granite Investment Partners, LLC | 48,260 | $764.2 萬 | 0.22% | −1,365−2.8% | 減碼 |
| Beacon Financial Group | 47,252 | $764.1 萬 | 0.99% | +121+0.3% | 加碼 |
| Harbour Capital Advisors, LLC | 48,235 | $763.8 萬 | 1.88% | +469+1.0% | 加碼 |
| Connectus Wealth, LLC | 48,101 | $762.3 萬 | 0.30% | +48,101 | 新進 |
| DCM Advisors, LLC | 47,916 | $758.8 萬 | 2.24% | +23,045+92.7% | 加碼 |
| Clear Harbor Asset Management, LLC | 47,825 | $757.3 萬 | 0.83% | +987+2.1% | 加碼 |
| Covington Investment Advisors Inc. | 47,738 | $755.9 萬 | 1.54% | −201−0.4% | 減碼 |
| McKinley Capital Management LLC /Delaware | 47,670 | $754.9 萬 | 0.67% | 00.0% | 不變 |
| HighTower Trust Services, LTA | 47,658 | $754.7 萬 | 0.74% | +713+1.5% | 加碼 |
| Pittenger & Anderson Inc | 47,624 | $754.1 萬 | 0.35% | +2,495+5.5% | 加碼 |
| Garland Capital Management Inc | 47,615 | $754.0 萬 | 5.20% | −3,050−6.0% | 減碼 |
| Washington Trust Advisors, Inc. | 47,610 | $753.8 萬 | 0.51% | +47,610 | 新進 |
| Parthenon LLC | 47,592 | $753.6 萬 | 1.06% | −1,275−2.6% | 減碼 |
| Resources Investment Advisors, LLC. | 47,576 | $753.4 萬 | 0.28% | +2,838+6.3% | 加碼 |
| Frisch Financial Group, Inc. | 47,645 | $753.1 萬 | 2.36% | −308−0.6% | 減碼 |
| Bridge Creek Capital Management LLC | 47,165 | $746.9 萬 | 2.56% | −277−0.6% | 減碼 |
| Aviance Capital Partners, LLC | 47,170 | $746.9 萬 | 1.24% | +615+1.3% | 加碼 |
| Swarthmore Group Inc | 47,059 | $745.2 萬 | 1.77% | +7,203+18.1% | 加碼 |
| Davy Global Fund Management Ltd | 47,000 | $744.2 萬 | 1.14% | −695−1.5% | 減碼 |
| Altavista Wealth Management, Inc. | 46,996 | $744.2 萬 | 1.50% | +832+1.8% | 加碼 |
| Wintrust Investments LLC | 46,873 | $742.2 萬 | 0.71% | −188−0.4% | 減碼 |
| Van Hulzen Asset Management, LLC | 46,647 | $738.6 萬 | 0.81% | +36,219+347.3% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 46,464 | $735.8 萬 | 0.59% | +586+1.3% | 加碼 |
| Berkshire Bank | 46,439 | $735.4 萬 | 1.63% | +1,345+3.0% | 加碼 |
| Parkwood LLC | 46,301 | $733.2 萬 | 1.30% | −2,990−6.1% | 減碼 |
| Elk River Wealth Management, LLC | 46,266 | $732.6 萬 | 1.66% | +866+1.9% | 加碼 |
| Arden Trust Co | 46,181 | $731.3 萬 | 1.24% | −1,519−3.2% | 減碼 |
| BKD Wealth Advisors, LLC | 46,120 | $730.3 萬 | 0.31% | +939+2.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 46,087 | $729.8 萬 | 0.53% | +1,280+2.9% | 加碼 |
| Annex Advisory Services, LLC | 46,043 | $729.1 萬 | 0.50% | +2,551+5.9% | 加碼 |
| Axxcess Wealth Management, LLC | 46,038 | $729.1 萬 | 0.55% | +46,038 | 新進 |
| RBF Capital, LLC | 46,000 | $728.4 萬 | 0.46% | 00.0% | 不變 |
| Martin Capital Partners, LLC | 45,995 | $728.3 萬 | 3.44% | +40+0.1% | 加碼 |
| HGK Asset Management Inc | 45,983 | $728.1 萬 | 2.26% | +184+0.4% | 加碼 |
| Gladstone Institutional Advisory LLC | 45,811 | $725.4 萬 | 0.56% | +9,327+25.6% | 加碼 |
| Redwood Investments, LLC | 45,710 | $723.8 萬 | 0.57% | +2,176+5.0% | 加碼 |
| XML Financial, LLC | 45,705 | $723.7 萬 | 0.87% | +129+0.3% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 45,555 | $721.4 萬 | 1.36% | +1,572+3.6% | 加碼 |
| DF Dent & Co Inc | 45,466 | $720.0 萬 | 0.07% | +966+2.2% | 加碼 |
| Veriti Management LLC | 45,463 | $719.9 萬 | 0.93% | −541−1.2% | 減碼 |
| McRae Capital Management Inc | 45,397 | $718.9 萬 | 1.50% | +805+1.8% | 加碼 |
| Strategic Advisors LLC | 45,347 | $718.0 萬 | 1.02% | +2,031+4.7% | 加碼 |
| Capula Management Ltd | 45,322 | $717.7 萬 | 0.51% | −9,418−17.2% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 45,308 | $717.5 萬 | 1.75% | +233+0.5% | 加碼 |
| Whalerock Point Partners, LLC | 45,235 | $716.3 萬 | 2.45% | +1,501+3.4% | 加碼 |
| Hallmark Capital Management Inc | 45,169 | $715.2 萬 | 0.57% | −753−1.6% | 減碼 |
| Harrell Investment Partners, LLC | 45,083 | $713.9 萬 | 2.19% | +1,316+3.0% | 加碼 |
| Loews Corp | 45,000 | $712.6 萬 | 0.06% | −10,000−18.2% | 減碼 |
| Abbrea Capital, LLC | 44,889 | $710.8 萬 | 0.96% | +1,077+2.5% | 加碼 |
| Karp Capital Management Corp | 44,707 | $707.9 萬 | 0.89% | +5,248+13.3% | 加碼 |
| Asset Planning Services Inc | 44,657 | $707.1 萬 | 3.81% | −1,100−2.4% | 減碼 |
| Welch Group, LLC | 44,582 | $706.0 萬 | 0.41% | +1,671+3.9% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 44,451 | $703.9 萬 | 1.55% | +415+0.9% | 加碼 |
| Wisconsin Capital Management LLC | 44,385 | $702.8 萬 | 2.89% | +25+0.1% | 加碼 |
| Fairfield, Bush & Co. | 44,371 | $702.6 萬 | 3.38% | −5,439−10.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 46,911 | $701.3 萬 | 0.10% | −8,824−15.8% | 減碼 |
| Odey Asset Management Group Ltd | 44,225 | $700.3 萬 | 2.07% | −1,942−4.2% | 減碼 |
| Gyroscope Capital Management Group, LLC | 44,137 | $698.9 萬 | 2.49% | +603+1.4% | 加碼 |
| Brave Asset Management Inc | 44,034 | $697.3 萬 | 1.91% | +623+1.4% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 43,976 | $696.4 萬 | 1.70% | +396+0.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 43,953 | $695.9 萬 | 0.23% | −14,534−24.8% | 減碼 |
| Meiji Yasuda Life Insurance Co | 43,944 | $695.9 萬 | 0.12% | −5,723−11.5% | 減碼 |
| Ballentine Partners, LLC | 43,924 | $695.5 萬 | 0.21% | +3,293+8.1% | 加碼 |
| HB Wealth Management, LLC | 43,862 | $694.6 萬 | 0.14% | +43,862 | 新進 |
| Selway Asset Management | 43,820 | $693.9 萬 | 3.29% | −200−0.5% | 減碼 |
| Community Bank & Trust, Waco, Texas | 43,707 | $692.1 萬 | 2.04% | +403+0.9% | 加碼 |
| Brewin Dolphin Wealth Management Ltd | 43,628 | $690.8 萬 | 0.74% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 43,620 | $690.7 萬 | 0.73% | +541+1.3% | 加碼 |
| Moneta Group Investment Advisors LLC | 43,555 | $689.7 萬 | 0.28% | +2,661+6.5% | 加碼 |
| AMJ Financial Wealth Management | 43,381 | $686.9 萬 | 2.48% | +3,267+8.1% | 加碼 |
| B. Riley Wealth Management, Inc. | 847,116 | $685.8 萬 | 0.47% | +638,881+306.8% | 加碼 |
| Guyasuta Investment Advisors Inc | 43,279 | $685.3 萬 | 0.45% | +111+0.3% | 加碼 |
| Argyle Capital Management Inc. | 43,262 | $685.1 萬 | 2.14% | −750−1.7% | 減碼 |
| WealthPLAN Partners, LLC | 46,081 | $684.8 萬 | 0.45% | −249−0.5% | 減碼 |
| Smithbridge Asset Management Inc | 43,167 | $683.5 萬 | 2.08% | −248−0.6% | 減碼 |